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THE BOLLARD GROUP LLC
CRD 155317File 801-72749
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.72B
Top 25% of cohort (national)
Discretionary AUM
$6.49B
Non-discretionary $232.8M
Clients
24
490 accounts
Employees
29
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 14, 2011
- Principal office
- ONE JOY STREET, BOSTON, MA, 02108
- Phone
- 617-720-5800
- Website
- HTTP://WWW.BOLLARD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.72B
- Discretionary AUM
- $6.49B
- Non-discretionary AUM
- $232.8M
- Discretionary accounts
- 457
- Non-discretionary accounts
- 33
- Total accounts
- 490
- AUM per client
- $280.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $5.32B |
| Pooled investment vehicles | 10 | $1.40B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.